Posted by stockraider > 1 month ago | Report Abuse

Yes quietly buy loh!

No brainer mah!

Very good dividend loh!

Posted by SEE_Research > 1 month ago |

Post removed.Why?

Posted by SEE_Research > 1 month ago |

Post removed.Why?

Posted by SEE_Research > 1 month ago |

Post removed.Why?

Posted by SEE_Research > 1 month ago |

Post removed.Why?

Posted by SEE_Research > 1 month ago |

Post removed.Why?

Posted by SEE_Research > 1 month ago |

Post removed.Why?

Posted by Sugan21 > 4 weeks ago | Report Abuse

lol

Posted by Johnzhang > 4 weeks ago | Report Abuse

LTAT privatizing Bstead holding
Will Bplant be next or will it be sold to extract maximum value for LTAT?

Posted by Johnzhang > 4 weeks ago | Report Abuse

LTAT making voluntary general offer to Bstead minorities at 85.5 sen, not a full privatization scheme. It may be a two stages privatization .

Posted by Investformilkmoney > 4 weeks ago | Report Abuse

Bplant will be affected?

Posted by calvintaneng > 4 weeks ago | Report Abuse

Boustead a high debt laden co

Boustead group of companies

Affin bank
Bplant
Bhic
Pharmaniaga

Affin Bank
Under bank negara control

Already paid 30 sen dividend to help Boustead but insufficient

Pharmaniaga
In deep impairment due to unsold vaccines
Payables caused losses and triggered Pn17
And the sell down

Bhic
Another lemon

Bplant
This is the golden goose
Lands of 220,000 acres worth multiple billions if sold to unlock cash and ultimate helper of last resort

Verdict is go buy bplant and hold

Posted by calvintaneng > 4 weeks ago | Report Abuse

FCPO NOW RM4332

Cost only Rm2000

More than 115% Profit

https://www.tradingview.com/symbols/MYX-FCPO1%21/

Posted by Sslee > 4 weeks ago | Report Abuse

Dear Lee Soon Sheng,

We refer to your email below.

First and foremost, kindly accept our sincere apologies for the late response. We appreciate your interest and investment in our company and we take all feedback seriously.

Secondly, pertaining to your query on disclosure of Malakoff Estate (Malakoff) in Integrated Report (IR) 2021, land area of Malakoff has not changed from 2020 to 2021. Rather, Malakoff has been converted as a division under Bukit Mertajam Estate (BME) in 2021 and Malakoff is still maintained as oil palm estate. Hence, we have disclosed the combined hectarage under BME in IR 2021. Please refer to breakdown below for illustration:


As per AR 2020 (page 162)
As per IR 2021 (page 255)

BME
2,164.8
2,727.1

Malakoff
562.3
-
Total
2,727.1
2,727.1

Finally, regarding Sarawak disposal, we are monitoring the progress of the said disposal and necessary announcement to be made on any material development of the same.

We hope the above clarifies your concern.

Thank you for your ongoing support and trust in our company.


Regards,
Investor Relations Department
Boustead Plantations Berhad

Posted by anthonytkh > 4 weeks ago | Report Abuse

Lol @sslee

Posted by calvintaneng > 4 weeks ago | Report Abuse

B35

LATER B100

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-03-story-h-296507551-LONG_TERM_PALM_OIL_PRICES_WILL_GO_UP_MUCH_HIGHER_WHEN_INDONESIA_FULLY_I

Posted by calvintaneng > 3 weeks ago | Report Abuse

FORMATION OF PALM OIL PACK: INDONESIA, MALAYSIA & THAILAND FOLLOWS FORMATION OF OPEC NATIONS TO PROSPERITY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-04-story-h-296477637-FORMATION_OF_PALM_OIL_PACK_INDONESIA_MALAYSIA_THAILAND_FOLLOWS_FORMATIO

Posted by calvintaneng > 3 weeks ago | Report Abuse

https://www.youtube.com/watch?v=um91iJoZ8b0

Posted by stockraider > 3 weeks ago | Report Abuse

Do u know....just the malakoff land itself that bplant hold, if dispose or monetize....it is more than the whole mktcap of bplant today loh!

Btw what about all the other plantation assets of bplant leh ?

Posted by Sslee > 2 days ago | Report Abuse

Dear Lee Soon Sheng,

We refer to your email below.

First and foremost, kindly accept our sincere apologies for the late response. We appreciate your interest and investment in our company and we take all feedback seriously.

Secondly, pertaining to your query on disclosure of Malakoff Estate (Malakoff) in Integrated Report (IR) 2021, land area of Malakoff has not changed from 2020 to 2021. Rather, Malakoff has been converted as a division under Bukit Mertajam Estate (BME) in 2021 and Malakoff is still maintained as oil palm estate. Hence, we have disclosed the combined hectarage under BME in IR 2021. Please refer to breakdown below for illustration:


As per AR 2020 (page 162)
As per IR 2021 (page 255)

BME
2,164.8
2,727.1

Malakoff
562.3
-
Total
2,727.1
2,727.1

Finally, regarding Sarawak disposal, we are monitoring the progress of the said disposal and necessary announcement to be made on any material development of the same.

We hope the above clarifies your concern.

Thank you for your ongoing support and trust in our company.




Lu tau boh ?

Posted by Bursino > 3 weeks ago | Report Abuse

I have held BPlant since it's relisting. Tomorrow ex date dividend 3.3 Sen. The share price always drop substantially after ex and will go up on the next dividend, lower than the last. Contemplating a gamble to clear my position forsaking the dividend and hopeful to buy them back low. Hard decision especially with the corporate restructuring of Boustead.

Posted by Sugan21 > 3 weeks ago | Report Abuse

sold

Posted by tbh7247453 > 3 weeks ago | Report Abuse

sold on ex date ,we still entitled dividend? TQ

Posted by Bursino > 3 weeks ago | Report Abuse

Selling on the Ex-Dividend Date

In order to receive a dividend, shareholders must hold the stock when the market opens on the ex-dividend date. They can still sell their shares on the ex-dividend date and receive the dividend. However, any investor who buys shares on the ex-dividend date will not.

Posted by speakup > 3 weeks ago | Report Abuse

Newbie

Posted by calvintaneng > 3 weeks ago | Report Abuse

Hi guys

Bplant has lots more value than Boustead

if boustead is worth 85.5 sen then Bplant should be worth at least Rm1.00 and above

Posted by calvintaneng > 3 weeks ago | Report Abuse

Bplant has a dividend policy of giving out 60% profit as dividend

with Cpo now over Rm4200 with cost of cpo production about Rm2000 there is lots of profit margin for more dividend every qtrs

Of all industries Palm oil have the highest transparency and clarity of earnings now

So just hold

need not go here and there or anywhere as we have consistent dividend

Posted by brianklc > 3 weeks ago | Report Abuse

Calvin, can u quote how the cost of 2k being derived?

Posted by brianklc > 3 weeks ago | Report Abuse

in Dec announcements i cant see profit from operations of 50% over revenue

Posted by Albukhary > 3 weeks ago | Report Abuse

I think Calvin RM2k is just refer to direct cost (i.e. Labour cost, Fertilizer cost).
This is the standard costing for Malaysian plantation estate.
Last time the average cost is RM1400-1600 only, now as the fertilizer cost and manpower cost increase, so now average is Rm2k++.

But this doesn't take into other cost, HQ operation cost (Director salary, Admin salary, Salesman salary...etc), replanting cost (you need at least 5 year to grow an oil palm), financing cost, legal cost, land leasing cost.....etc.

Posted by CharlesT > 3 weeks ago | Report Abuse

brianklc

in Dec announcements i cant see profit from operations of 50% over revenue

2 hours ago

Without the gain fm the land disposal of RM90m+, their profit fm operation is only RM29M+........

Next Q if got 1 cent div also can steal laugh

Posted by brianklc > 3 weeks ago | Report Abuse

Next Q will yield better results, just compare Q4 vs Q1 vs Q3, u will see lots of seasonal cost goes into Q4 like higher tax charge.

Posted by stockraider > 3 weeks ago | Report Abuse

If Boustead holding is privatised by LTAT at 85.5 sen, the next biggest beneficiary will be Bplant and Affin Bank mah!

Lu tau boh ???

Posted by calvintaneng > 3 weeks ago | Report Abuse

Hi guys

2 years ago i already sold all gloves(end 2020) and went all in palm oil

These are some conversations

Thplant
Spokesman : Megat Rizal
Those days he said Cpo even at Rm2,500 a ton Thplant is still making good money

A check with Thplant showed cost of cpo production then was Rm1,465 per ton

Of course cost has gone up to Rm2000 more or less but don't forget that Cpo prices also jumped over Rm4200 now

Posted by calvintaneng > 3 weeks ago | Report Abuse

Ijm plantation

I spoke to Mr Shane when Cpo crossed and he said at this time when Cpo has crossed Rm4,000 a ton all planters should be happy

Not long after Klk took Ijmplant at Rm3.10

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 3 weeks ago | Report Abuse

2019 to2020. Everyone in i3 witnessed calvintaneng lost his 8 houses in NETX.

Posted by calvintaneng > 3 weeks ago | Report Abuse

Km loong

They said Cpo at Rm3000 per ton now good as their cost of cpo production is Rm2200

And recent Hl Research interview with Tsh they revealed their cost of cpo production to be Rm2000 per ton

Posted by calvintaneng > 3 weeks ago | Report Abuse

This 3iii got brain damage
Better go see a doctor

Posted by calvintaneng > 3 weeks ago | Report Abuse

Now since in year 2019 when Cpo was Rm2200 not palm oil co also surviving so now that cpo has gone up in price by Extra Rm2000 all should be doing exceptionally well

Posted by LubeTrader > 3 weeks ago | Report Abuse

There's absolutely no need to propagate unfounded fear. We know how to do the math. Calvin, I agree with your analysis.

Posted by Yippy68 > 3 weeks ago | Report Abuse

last month production 60654 ton x RM 2000=RM121 million. huat ah.

Posted by Yippy68 > 3 weeks ago | Report Abuse

But after paying to ABCDEFG, may be left only half or 60 million. kesian

Posted by Bursino > 3 weeks ago | Report Abuse

Looking at the trend, forsaking 3.3 sen may yield "10 Sen dividend".

Posted by calvintaneng > 2 weeks ago | Report Abuse

WHY IS DIVIDEND IMPORTANT? From Dr Neoh Soon Kean's STOCK MARKET INVESTMENT (Reposted by Calvin Tan)

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2022-03-07-story-h1600126216-WHY_IS_DIVIDEND_IMPORTANT_From_Dr_Neoh_Soon_Kean_s_STOCK_MARKET_INVESTM

Posted by calvintaneng > 2 weeks ago | Report Abuse

Calvin comments:

According to Dr. Neoh, "A dividend yield of 12 per cent seems to be the floor below which most stocks will not drop".

In the Deepest Depth of the Lehman Brothers' Crisis after Bear Sterns & Lehman Brothers both gone bankrupt Warren Buffet bought into the safety of Goldman Sachs' Preference shares with guaranteed 10% yield.

Now take heed to Dr. Neoh's warning, "In sharp contrast, shares which pay low or no dividend at all do not seem to have any bottom and price decline can hit 90 per cent or more".

The characteristic of past bear markets like the Tulip Mania, The South Sea Bubble, The Great Depression of 1930s in USA, the Stock Market Rout of Asian Finacial Crisis in 1997/8 and The Lehman Brothers' Debacle of 2007/8 have witnessed many stocks & index crashing up to 90% or more.

Posted by titan3322 > 2 weeks ago | Report Abuse

Sudah kata anak bagus bapak mak xbagus takut nanti bapak jual anak murah2 !

Posted by calvintaneng > 2 weeks ago | Report Abuse

Boustead after Ltat took it private with Rm700 millions cash will need to recoup it by selling assets of Bplant

We will see the unlocking of value as Bplant sits on lands still at old book value


these were bought at rock bottom prices more than 100 years ago since 1848 when Long Jaffar founded tin in Larut

Exciting value unlocking from Bplant will come more and more

Posted by Bursino > 2 weeks ago | Report Abuse

700 million to take it private is sup sup sui. Repackage (nicely put it as unlock value) and relist in a short few years will create more money. take a look at some of the listings. SImeprop. Malakoff. BPlant. What else?

Posted by calvintaneng > 6 days ago | Report Abuse

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal

BPLANT HAS HIGH VALUE LANDS WHICH CAN BE SOLD FOR CASH

Posted by stockraider > 5 days ago | Report Abuse

Yes buy BPLANT for its strategic valuable cheap land loh!

Posted by calvintaneng > 7 hours ago | Report Abuse

SHOW ME THE MONEY (Cash position of Gloves Versus Banks Versus Palm Oil Companies, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-31-story-h-274368879-SHOW_ME_THE_MONEY_Cash_position_of_Gloves_Versus_Banks_Versus_Palm_Oil_